Microsoft Power Platform Functional Consultant PL-200T00

Description

This course will teach you to use Microsoft Power Platform solutions to simplify, automate, and empower business processes for organizations in the role of a Functional Consultant. A Microsoft Power Platform Functional Consultant is responsible for creating and configuring apps, automations, and solutions. They act as the liaison between users and the implementation team. The functional consultant promotes utilization of solutions within an organization. The functional consultant may perform discovery, engage subject matter experts and stakeholders, capture requirements, and map requirements to features. They implement components of a solution including application enhancements, custom user experiences, system integrations, data conversions, custom process automation, and simple visualizations.

Profil de l’audience

A Microsoft Power Platform Functional Consultant is responsible for creating and configuring apps, automations, and solutions. They act as the liaison between users and the implementation team. The functional consultant promotes utilization of solutions within an organization. The functional consultant may perform discovery, engage subject matter experts and stakeholders, capture requirements, and map requirements to features. They implement components of a solution including application enhancements, custom user experiences, system integrations, data conversions, custom process automation, and simple visualizations.

Prérequis
  • Experience as an IT professional or student
  • Working knowledge of Microsoft Power Platform and its key components
  • Knowledge of Microsoft Dataverse (or general data modeling) and security concepts
Éléments du contenu
Introduction to Microsoft Power Platform

In this module, you will:

  • Learn the components and features of Microsoft Power Platform
  • Identify when to use each Microsoft Power Platform component application to create business solutions
  • Understand connectors
  • Learn the value of using Microsoft Power Platform to create business solutions
Create tables in Dataverse

In this module, you will:

  • Create tables with Dataverse
  • Import data into a Dataverse database
Manage tables in Dataverse

In this module, you’ll learn about:

  • Tables in Dataverse.
  • Types of tables that are available in Dataverse.
  • Creating a custom table.
  • Enabling attachments within a table.
  • Which licensing requirements to apply to use each type of table.
Create and manage columns within a table in Dataverse

In this module, you will:

  • Learn what a column is in Dataverse.
  • Learn about the types of columns that are available in Dataverse.
  • Add a column to a table.
  • Learn what a primary name column is in Dataverse.
  • Identify restrictions that are associated with columns.
  • Create an auto-numbering column.
  • Create an alternate key.
Create a relationship between tables in Dataverse

In this module, you’ll learn:

  • Why you should segment data that is used by your solutions into many tables.
  • Why you need to relate one table to another.
  • How to build relationships between tables.
  • How to select the proper relationship type when you’re building solutions with Dataverse.
Working with choices in Dataverse

In this module, you will:

  • Learn about choices.
  • Explore the standard choices.
  • Create a new choice or modify an existing one.
Get started with security roles in Dataverse

In this module, you will:

  • Learn about security roles and apply them to users in an environment.
  • Learn how to add users to an environment.
  • Understand security concepts in Dataverse
  • Identify default security roles.
  • Create a custom role.
  • Create a custom security role and assign it to entities and users.
  • Learn how to configure Dataverse teams for security
  • Learn how to configure Dataverse group teams for security
Use administration options for Dataverse

In this module, you’ll learn how to:

  • Administer Dataverse.
  • Identify the different portals that are available for Dataverse.
Manage Dynamics 365 model-driven app settings and security

At the end of this module, you will be able to:

  • Manage role-based security
  • Explore customization functionality and customize themes
Introduction to Microsoft Power Platform security and governance

In this module, you will:

  • Access Microsoft Power Platform admin experiences.
  • Create simple environment and tenant-wide DLP policies.
  • Discover and identify the differences between the Business data group and the No-business data group.
  • Learn about the differences between out-of-the-box Power Automate Admin experiences and Microsoft Power Platform Center of Excellence toolkit.
Get started with model-driven apps in Power Apps

In this module, you will:

  • Learn about model-driven app design
  • Create a model-driven app
Configure forms, charts, and dashboards in model-driven apps

In this module, you will:

  • Learn about form elements and controls
  • Configure forms
  • Use specialized form components
  • Use editable grids
  • Identify views and use public views
  • Learn how to configure charts
  • Learn how to configure dashboards
Get started with Power Apps canvas apps

In this module, you will:

  • Explore how Power Apps can make your business more efficient.
  • Learn how to use different technologies to perform different tasks in Power Apps.
  • Learn about the different ways to build an app in Power Apps.
  • Create your first app from data in an Excel workbook.
Connect to other data in a Power Apps canvas app

In this module, you’ll:

  • Understand and use action-based connectors
  • Integrate user information and user-profile information into a canvas app
  • Use Power Automate with Power Apps
How to build the UI in a canvas app in Power Apps

In this module, you will:

  • Understand the basics of building the UI through themes, icons, control customization, and images.
  • Use personalization in a canvas app
  • Understand the differences between the Tablet and Mobile form factors
Manage apps in Power Apps

In this module, you will:

  • Learn how to view and restore app versions.
  • Explore how to share an app, including permissions and notifications.
  • Learn about what environments are, how to create them, and how to manage security.
  • Find more information about Power Apps.
Build your first app with Power Apps and Dataverse for Teams

In this module, you will:

  • Create an app by using the hero template.
  • Customize and publish your app.
  • Install templates.
Core components of Power Pages

In this module, you will:

  • Identify the capabilities of Power Pages.
  • Review the Power Pages site provisioning process.
  • Learn about Power Pages core components and tools.
  • Discover how to control user access to site content and Dataverse data.
Explore Power Pages templates

In this module, you will:

  • Identify the scenario-based templates to accelerate creating your site.
  • Discover the features of the Dynamics 365 templates.
  • Review the generic site design templates designed to solve unique business needs.
  • Learn about blank template as a simple starting point to build a site to your exact specifications.
Access Dataverse in Power Apps portals

In this module, you will:

  • Discover the portal components that are available to display and interact with Dataverse data on the portal.
  • Identify the various features of the portal components.
  • Display a list of data and an associated drill-down for details.
  • Configure a table form to access individual records.
  • Trigger classic Dataverse workflows from the portal.
Authentication and user management in Power Apps portals

In this module, you will:

  • Explore common authentication tasks in a Power Apps portal deployment.
  • Learn about portal contact extensions.
  • Configure and register contacts as portal users.
  • Align portal authentication settings with the business requirements.
  • Identify authentication provider capabilities and steps that are involved in the registration.
  • Select and configure identity providers.
Power Apps portals maintenance and troubleshooting

In this module, you will:

  • Apply strategies and techniques to troubleshoot portal issues.
  • Learn about how the Portal Checker works and how to resolve potential portal issues.
  • Perform the portal update process.
Define and create business rules in Dataverse

In this module, you’ll learn how to:

  • Define business rules in Dataverse.
  • Create and manage business rules in Dataverse.
Get started with Power Automate

In this module, you will:

  • Create a flow that automatically saves email attachments
  • Learn how to create a button flow to send yourself a reminder
Use the Admin center to manage environments and data policies in Power Automate

In this module, you will:

  • Learn about the Admin center
  • Learn how to import and export flows
  • Learn how to share flows
Extend Dataverse with Power Automate

In this module, you will:

  • Build flows with Dataverse.
  • Integrate Dataverse with Microsoft Outlook.
  • Integrate Dataverse with Microsoft To Do.
Introduction to expressions in Power Automate

In this module, you will:

  • Use one or more functions to create expressions.
  • Use functions to retrieve data, change data, evaluate data, and more.
Build your first Power Automate for desktop flow

In this module, you’ll:

  • Learn how to use Power Automate to create a new desktop flow.
  • Record actions that are performed in a desktop-based application.
  • Perform a test run of the new desktop flow.
Run a Power Automate for desktop flow in unattended mode

In this module, you’ll:

  • Run a basic desktop flow in unattended mode.
  • Run a desktop flow and cloud flow scenario in unattended mode.
  • Learn about best practices and setup for unattended desktop flows.
Optimize your business process with process advisor

In this module, you will:

  • Create your first recording.
  • Edit recordings and group actions.
  • Analyze recordings and interpret results.
Get started with Power Virtual Agents bots

In this module, you will:

  • Create Power Virtual Agents bots.
  • Test Power Virtual Agents bots.
  • Analyze performance.
Enhance Power Virtual Agents bots

In this module, you will:

  • Initiate Power Automate flows directly from topics in your bot.
  • Configure bots to pass conversations to applications such as Omnichannel for Customer Service.
  • Extract content from support pages and configure it into bot topics that you can use in conversations.
Manage topics in Power Virtual Agents

In this module, you will:

  • Examine how to use topics to create and manage conversation paths in a bot.
  • Work with topic triggers and conversation nodes.
  • Add branching to a topic.
  • Use system topics and create topics from content.
  • Set up fall-back topics to handle unrecognized user input.
Manage Power Virtual Agents

In this module, you will:

  • Create and configure a new bot.
  • Set permissions and security.
  • Use topics and entities.
  • Import and export bots.
  • Authenticate users.
Get started building with Power BI

In this module, you will:

  • Learn how Power BI services and applications work together.
  • Explore how Power BI can make your business more efficient.
  • Learn how to create compelling visuals and reports.
Get data with Power BI Desktop

In this module, you will:

  • Explore the data-centric features and tools of Power BI.
  • Explore ways to find data.
Model data in Power BI

In this module, you will:

  • Create relationships between your data sources
  • Create a new field with calculated columns
  • Optimize data by hiding fields and sorting visualization data
  • Create a measure to perform calculations on your data
  • Use a calculated table to create a relationship between two tables
  • Format time-based data so that you can drill down for more details
Use visuals in Power BI

In this module, you will:

  • Explore Power BI visuals
  • Create visuals
Explore data in Power BI

In this module, you will:

  • Upload reports
  • Create dashboards
  • Ask questions of your data
Publish and share in Power BI

In this module, you will:

  • Publish reports
  • Print and export reports
  • Build apps
  • Integrate with OneDrive
  • Publish to the web
Manage solutions in Power Apps and Power Automate

In this module, you will:

  • Package existing items into a solution.
  • Create solutions.
  • Edit existing solution-aware apps, flows in a solution.
  • Import and export solutions.
  • Deploy complex solutions with many components.
  • Learn about component dependency on other components.
Load/export data and create data views in Dataverse

In this module, you will:

  • View data within a table.
  • Create or edit views of data in a table.
  • Load data into a table.
  • Export data from a table.
  • Add, update, or delete data in a table by using Excel.
  • Import data using Power Query in Maker Portal
  • Generate a new dataflow from an Excel Template
  • Learn about dataflows and Azure integration
Get started with AI Builder

In this module, you will:

  • Explore how AI Builder can help improve your business performance.
  • Learn how to use different AI technologies to enhance your processes.
  • Create your first model.
  • Learn how to use your models in Power Apps and Power Automate.
Manage models in AI Builder

In this module, you will:

  • Learn about the lifecycle of a model.
  • Learn how to manage model versions.
  • Explore how to share a model, including permissions.
  • Get a better understanding of AI Builder.
Use AI Builder in Power Automate

In this module, you will:

  • Explore how using AI Builder in Power Automate can save you time.
  • Learn how to use AI Builder actions in Power Automate.
  • Discover advanced AI Builder usage in Power Automate.
Functional Consultant skills

In this module, you will:

  • Learn the key responsibilities and skills of the functional consultant role on a project that involves Microsoft Power Platform.
  • Learn about creating entity relationship diagrams, wireframes, and mockups for apps, documenting requirements and solution artifacts, and documenting details of data for migration and integration.
  • Understand how functional consultants are expected to engage with stakeholders, perform quality assurance, and configure integrations on projects.
Durée : 4 jours
Tarif régulier : $2,140.00
Tarif préférentiel : $1,926.00
Note :

Formation donnée en français, logiciel et manuel en anglais.

Notre tarification inclut le matériel pédagogique.



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